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The Analysis of Shelter Mutual Insurance Co's Holdings & P&L

Currently, Shelter Mutual Insurance Co holds 58 types of securities in its portfolio with a total value $449.8M. In the most recent quarter, they have increased their positions in IVV (+598 shares, valued at $390.6K), VLUE (+2.7K shares, valued at $374.6K), MBB (+3.6K shares, valued at $345.8K); decreased their positions in USIG (-10.0K shares, valued at $513.1K), IXUS (-2.0K shares, valued at $169.9K), GOVT (-688 shares, valued at $15.8K); initiated new positions in VLUE (+2.7K shares, valued at $374.6K).

1M P&L

+6.7M+1.49%

3M P&L

-646.6K-0.14%

HY P&L

+26.8M+6.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A175.9M

40.4%

2Farm & Heavy Construction Machinery26.1M

6.0%

3Drug Manufacturers - General24.2M

5.6%

Top Industries by Stock Count

1N/A24 stocks

42.9%

2Drug Manufacturers - General4 stocks

7.1%

3Specialty Industrial Machinery2 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL34 shares0.00%2026-03-312026-04-29

VXUS VANGUARD STAR FDS314.8K shares0.00%2026-03-312026-04-29

IVV ISHARES TR32.5K shares1.87%2026-03-312026-04-29

WMT WALMART INC121.8K shares0.00%2026-03-312026-04-29

CAT CATERPILLAR INC20.7K shares0.00%2026-03-312026-04-29

IEFA ISHARES TR160.6K shares0.00%2026-03-312026-04-29

VTI VANGUARD INDEX FDS43.9K shares0.00%2026-03-312026-04-29

CME CME GROUP INC45.9K shares0.00%2026-03-312026-04-29

Sponsored

USIG ISHARES TR264.0K shares-3.66%2026-03-312026-04-29

LINDE PLC LINDE PLC26.4K shares0.00%2026-03-312026-04-29

ABBV ABBVIE INC56.9K shares0.00%2026-03-312026-04-29

VRTX VERTEX PHARMACEUTICALS INC27.6K shares0.00%2026-03-312026-04-29

V VISA INC40.6K shares0.00%2026-03-312026-04-29

ORCL ORACLE CORP82.7K shares0.00%2026-03-312026-04-29

DE DEERE & CO20.3K shares0.00%2026-03-312026-04-29

XOM EXXON MOBIL CORP65.2K shares0.00%2026-03-312026-04-29

Sponsored

MBB ISHARES TR113.2K shares3.32%2026-03-312026-04-29

SHEL SHELL PLC113.8K shares0.00%2026-03-312026-04-29

LQD ISHARES TR95.2K shares0.00%2026-03-312026-04-29

LOW LOWES COS INC41.1K shares0.00%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS38.5K shares0.00%2026-03-312026-04-29

ITW ILLINOIS TOOL WKS INC35.8K shares0.00%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO28.7K shares0.00%2026-03-312026-04-29

PG PROCTER AND GAMBLE CO59.7K shares0.00%2026-03-312026-04-29

Sponsored

UNP UNION PAC CORP35.5K shares0.00%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO.29.0K shares0.00%2026-03-312026-04-29

PEP PEPSICO INC51.0K shares0.00%2026-03-312026-04-29

NEE NEXTERA ENERGY INC82.5K shares0.00%2026-03-312026-04-29

VRSK VERISK ANALYTICS INC39.7K shares0.00%2026-03-312026-04-29

BHP BHP GROUP LTD94.7K shares0.00%2026-03-312026-04-29

QCOM QUALCOMM INC51.1K shares0.00%2026-03-312026-04-29

TGT TARGET CORP47.6K shares0.00%2026-03-312026-04-29

Sponsored

AGG ISHARES TR57.7K shares0.00%2026-03-312026-04-29

BND VANGUARD BD INDEX FDS76.6K shares0.00%2026-03-312026-04-29

IEMG ISHARES INC77.1K shares0.00%2026-03-312026-04-29

BAB INVESCO EXCH TRADED FD TR II198.6K shares0.00%2026-03-312026-04-29

IGIB ISHARES TR97.2K shares0.00%2026-03-312026-04-29

BKNG BOOKING HOLDINGS INC1.1K shares0.00%2026-03-312026-04-29

GILD GILEAD SCIENCES INC32.1K shares0.00%2026-03-312026-04-29

IXUS ISHARES TR48.8K shares-3.86%2026-03-312026-04-29

Sponsored

PFE PFIZER INC145.8K shares0.00%2026-03-312026-04-29

BN BROOKFIELD CORP84.2K shares0.00%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO53.8K shares0.00%2026-03-312026-04-29

GOVT ISHARES TR136.9K shares-0.50%2026-03-312026-04-29

BLV VANGUARD BD INDEX FDS38.0K shares0.00%2026-03-312026-04-29

OTIS OTIS WORLDWIDE CORP31.2K shares0.00%2026-03-312026-04-29

MKL MARKEL GROUP INC1.2K shares0.00%2026-03-312026-04-29

HAS HASBRO INC23.7K shares0.00%2026-03-312026-04-29

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares0.00%2026-03-312026-04-29

STZ CONSTELLATION BRANDS INC10.3K shares0.00%2026-03-312026-04-29

VCSH VANGUARD SCOTTSDALE FDS11.8K shares0.00%2026-03-312026-04-29

VCIT VANGUARD SCOTTSDALE FDS10.9K shares0.00%2026-03-312026-04-29

SPAB SPDR SERIES TRUST32.9K shares0.00%2026-03-312026-04-29

BIV VANGUARD BD INDEX FDS10.9K shares0.00%2026-03-312026-04-29

TLH ISHARES TR5.9K shares55.65%2026-03-312026-04-29

BBAG J P MORGAN EXCHANGE TRADED F10.4K shares0.00%2026-03-312026-04-29

Sponsored

QLTA ISHARES TR10.0K shares0.00%2026-03-312026-04-29

VLUE ISHARES TR2.7K sharesnew addition2026-03-312026-04-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares34

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

0.00%

Shares314.8K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

1.87%

Shares32.5K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

0.00%

Shares121.8K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

0.00%

Shares20.7K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

0.00%

Shares160.6K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

0.00%

Shares43.9K

Event2026-03-31

Filed2026-04-29

CME

CME GROUP INC

0.00%

Shares45.9K

Event2026-03-31

Filed2026-04-29

USIG

ISHARES TR

-3.66%

Shares264.0K

Event2026-03-31

Filed2026-04-29

LINDE PLC

0.00%

Shares26.4K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

0.00%

Shares56.9K

Event2026-03-31

Filed2026-04-29

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares27.6K

Event2026-03-31

Filed2026-04-29

VISA INC

0.00%

Shares40.6K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

0.00%

Shares82.7K

Event2026-03-31

Filed2026-04-29

DEERE & CO

0.00%

Shares20.3K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

0.00%

Shares65.2K

Event2026-03-31

Filed2026-04-29

MBB

ISHARES TR

3.32%

Shares113.2K

Event2026-03-31

Filed2026-04-29

SHEL

SHELL PLC

0.00%

Shares113.8K

Event2026-03-31

Filed2026-04-29

LQD

ISHARES TR

0.00%

Shares95.2K

Event2026-03-31

Filed2026-04-29

LOW

LOWES COS INC

0.00%

Shares41.1K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares38.5K

Event2026-03-31

Filed2026-04-29

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares35.8K

Event2026-03-31

Filed2026-04-29

AXP

AMERICAN EXPRESS CO

0.00%

Shares28.7K

Event2026-03-31

Filed2026-04-29

PROCTER AND GAMBLE CO

0.00%

Shares59.7K

Event2026-03-31

Filed2026-04-29

UNP

UNION PAC CORP

0.00%

Shares35.5K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO.

0.00%

Shares29.0K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

0.00%

Shares51.0K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

0.00%

Shares82.5K

Event2026-03-31

Filed2026-04-29

VRSK

VERISK ANALYTICS INC

0.00%

Shares39.7K

Event2026-03-31

Filed2026-04-29

BHP

BHP GROUP LTD

0.00%

Shares94.7K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

0.00%

Shares51.1K

Event2026-03-31

Filed2026-04-29

TGT

TARGET CORP

0.00%

Shares47.6K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

0.00%

Shares57.7K

Event2026-03-31

Filed2026-04-29

BND

VANGUARD BD INDEX FDS

0.00%

Shares76.6K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

0.00%

Shares77.1K

Event2026-03-31

Filed2026-04-29

BAB

INVESCO EXCH TRADED FD TR II

0.00%

Shares198.6K

Event2026-03-31

Filed2026-04-29

IGIB

ISHARES TR

0.00%

Shares97.2K

Event2026-03-31

Filed2026-04-29

BKNG

BOOKING HOLDINGS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

GILD

GILEAD SCIENCES INC

0.00%

Shares32.1K

Event2026-03-31

Filed2026-04-29

IXUS

ISHARES TR

-3.86%

Shares48.8K

Event2026-03-31

Filed2026-04-29

PFE

PFIZER INC

0.00%

Shares145.8K

Event2026-03-31

Filed2026-04-29

BROOKFIELD CORP

0.00%

Shares84.2K

Event2026-03-31

Filed2026-04-29

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares53.8K

Event2026-03-31

Filed2026-04-29

GOVT

ISHARES TR

-0.50%

Shares136.9K

Event2026-03-31

Filed2026-04-29

BLV

VANGUARD BD INDEX FDS

0.00%

Shares38.0K

Event2026-03-31

Filed2026-04-29

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares31.2K

Event2026-03-31

Filed2026-04-29

MKL

MARKEL GROUP INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

HAS

HASBRO INC

0.00%

Shares23.7K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

STZ

CONSTELLATION BRANDS INC

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-29

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-29

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-29

SPAB

SPDR SERIES TRUST

0.00%

Shares32.9K

Event2026-03-31

Filed2026-04-29

BIV

VANGUARD BD INDEX FDS

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-29

TLH

ISHARES TR

55.65%

Shares5.9K

Event2026-03-31

Filed2026-04-29

BBAG

J P MORGAN EXCHANGE TRADED F

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-29

QLTA

ISHARES TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-29

VLUE

ISHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available